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E-Commerce

E-commerce moves retail from a shop to a screen, and drags with it the warehousing, delivery, and payment systems needed to make that work. Scale and delivery density decide who earns a profit.

240 stocks

Food Delivery Marketplaces

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
501	SGAM Smith Group Asset Management Dallas, Texas	$287M	-$68M	8	15.84%	Reduced
502	VCM Valiant Capital Management San Francisco, California	$287M	-$103M	3	28.56%	Reduced
503	Aspex Management (HK) Central, Hong Kong	$285M	-$121M	3	34.93%	Reduced
504	Kornitzer Capital Management Shawnee Mission, Kansas	$284M	-$1.07M	20	5.73%	Reduced
505	Schonfeld Strategic Advisors New York	$283M	+$104M	30	7.28%	Increased
506	Whittier Trust South Pasadena, California	$283M	+$1.88M	21	7.86%	Increased
507	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$283M	-$197M	2	4.41%	Reduced
508	MCM Manchester Capital Management Manchester, Vermont	$282M	-$495K	13	38.72%	Reduced
509	HM Payson & Co Portland, Maine	$282M	-$6.62M	20	9.46%	Reduced
510	Farallon Capital Management San Francisco, California	$282M	+$35.9M	2	2.26%	Increased
511	SW SVB Wealth Boston, Massachusetts	$282M	-$46M	10	5.24%	Reduced
512	Clal Insurance Tel-Aviv, Israel	$282M	-$12.6M	5	5.59%	Reduced
513	Carson Wealth (CWM LLC) Omaha, Nebraska	$282M	+$1.7K	54	2.24%	Increased
514	BAPIM British Airways Pensions Investment Management London, United Kingdom	$282M	-$4.75M	5	12.31%	Reduced
515	SAM Securian Asset Management St Paul, Minnesota	$281M	-$18.2M	15	7.2%	Reduced
516	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$281M	-$5.3M	3	53.26%	Reduced
517	RE RBC Europe London, United Kingdom	$280M	+$2.87M	27	21.65%	Increased
518	Bartlett & Co Wealth Management Cincinnati, Ohio	$279M	+$382K	12	7.29%	Increased
519	Bartlett & Co Cincinnati, Ohio	$279M	+$228K	12	7.29%	Increased
520	Nicholas Company Milwaukee, Wisconsin	$276M	-$14.2M	6	6.34%	Reduced
521	AAM Anglepoint Asset Management George Town, Cayman Islands	$274M	-$47.1M	8	31.75%	Reduced
522	EC EMS Capital New York	$272M	-$9.33M	3	22.19%	Reduced
523	RAM RWC Asset Management London, United Kingdom	$272M	-$78.4M	7	12.34%	Reduced
524	JCM JS Capital Management New York	$271M	-$71M	8	20.48%	Reduced
525	Provida Pension Fund Administrator Las Condes, Santiago, Chile	$270M	+$623M	1	3.51%	Increased